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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,142 | $69,977-22.6% | $108,582-50.1% | $62,881-13.9% |
| Participation rate | 66.7% | 72.9%-6.2pp | 79.6%-12.9pp | 69.3%-2.6pp |
| Annual return | 8.82% | 10.73%-1.9pp | -51.70%+60.5pp | 20.14%-11.3pp |
| Employer contribution / active EE | $181 | $2,135-91.5% | $3,758-95.2% | $2,281-92.0% |
| Participant deferral / active EE | $3,629 | $3,165+14.7% | $4,311-15.8% | $3,203+13.3% |
| Admin fee / account holder | $2,911 | $5,076-42.7% | $7,645-61.9% | $4,296-32.2% |